Sculati Wealth Management
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Sculati Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Sculati Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-792
Closed -$551K – 123
2026
Q2 		$551K Hold
792
– – 0.18% 84
2026
Q1 		$457K Hold
792
– – 0.17% 86
2025
Q4 		$487K Sell
792
-56
-7% -$34.4K 0.17% 86
2025
Q3 		$509K Hold
848
– – 0.18% 86
2025
Q2 		$468K Buy
848
+128
+18% +$63.7K 0.18% 88
2025
Q1 		$338K Sell
720
-36
-5% -$18.3K 0.14% 92
2024
Q4 		$386K Hold
756
– – 0.15% 84
2024
Q3 		$369K Sell
756
-31
-4% -$14.7K 0.15% 88
2024
Q2 		$377K Buy
787
+10
+1% +$4.5K 0.16% 85
2024
Q1 		$345K Sell
777
-262
-25% -$112K 0.15% 86
2023
Q4 		$425K Sell
1,039
-65
-6% -$24.7K 0.2% 77
2023
Q3 		$396K Sell
1,104
-85
-7% -$31.5K 0.2% 78
2023
Q2 		$439K Buy
1,189
+3
+0.3% +$1.01K 0.22% 77
2023
Q1 		$381K Sell
1,186
-35
-3% -$10.3K 0.2% 81
2022
Q4 		$325K Buy
1,221
+11
+0.9% +$3.04K 0.18% 82
2022
Q3 		$323K Buy
1,210
+28
+2% +$8.45K 0.19% 91
2022
Q2 		$331K Buy
1,182
+217
+22% +$67.3K 0.19% 90
2022
Q1 		$350K Buy
965
+376
+64% +$134K 0.17% 91
2021
Q4 		$234K Buy
+589
New +$227K 0.11% 107
2021
Q3 		– Sell
-2,115
Closed -$750K – 119
2021
Q2 		$750K Sell
2,115
-10
-0.5% -$3.36K 0.4% 72
2021
Q1 		$678K Buy
2,125
+130
+7% +$41.6K 0.39% 74
2020
Q4 		$626K Sell
1,995
-273
-12% -$80.1K 0.41% 60
2020
Q3 		$630K Buy
2,268
+25
+1% +$6.78K 0.47% 53
2020
Q2 		$555K Sell
2,243
-37
-2% -$8.29K 0.47% 57
2020
Q1 		$434K Buy
+2,280
New +$483K 0.48% 56

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sculati Wealth Management's QQQ Position: Q3 2026 in Review

Sculati Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q3 2026, closing a stake of 792 shares — an estimated $551K sold.

Sculati Wealth Management first reported a position in QQQ in Q1 2020 and held it in 25 quarters. The position peaked at $750K in Q2 2021. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Sculati Wealth Management reported no remaining Invesco QQQ Trust position as of Q3 2026 after selling out during the quarter.
  • Sculati Wealth Management sold 792 Invesco QQQ Trust shares in Q3 2026, an estimated $551K.
  • Sculati Wealth Management first reported a position in Invesco QQQ Trust in Q1 2020 and held it in 25 quarters.
  • Sculati Wealth Management's Invesco QQQ Trust position peaked at $750K in Q2 2021.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.